What Financial Advisors Wish Every Investor Knew (Part 1)

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:48 – Setting realistic financial goals

6:37 – Long-term vs short-term planning

8:26 – One-size-fits-all approach

10:55 – More than investing

 

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